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Planview Customer Success Center

Create a Card Type

To create a Card Type

  1. From a board's Action Menu Kebab.png click Board Settings.

BoardSettings.png

Click Card Types > Add Card Type.

           

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3. Type in Card Type name and select preset background color, or enter hex code for it manually or via the picker.

           

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4. Click Save.

5. You can make the new card type default now by selecting it from the Default Card Types dropdown, as shown in Step 2.

           

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